Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Thomas Hayes, Managing Member of Great Hill Capital, called the Fed pivot in September. Now, he's revealing which assets and sectors are likely to produce "monstrous amounts of money" during an easing cycle. Watch the last interview with Thomas Hayes: https://youtu.be/wxvvjL-6uXQ?si=sV5419cyk31Q81ki *This video was recorded on September 20, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com 0:00 - Intro 1:00 - Market reaction to Fed cut 8:00 - More volatility up ahead? 12:47 - Election outcome and markets 14:50 - Capital gains taxes 18:05 - Tariffs and markets 20:15 - Election certainty 22:20 - Monstrous amounts of money made 24:15 - Consumer staples/discretionaries 26:25 - Fed funds rate outlook 29:42 - Bond market outlook 34:05 - Central bank divergences *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #investing #stocks #economy